Ellevest Inc’s WesBanco WSBC Stock Holding History

Ellevest Inc’s Portfolio WSBC Stock Details WSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Hold	0	–	–	–	1660
2023 Q1	–	Sell	-121	Closed	-$4.28K	–	2087
2022 Q4	$4.47K	Hold	121	–	–	﹤0.01%	1211
2022 Q3	$4K	Buy	+121	New	+$4.11K	﹤0.01%	1243
2021 Q4	–	Sell	-19	Closed	-$1K	–	1685
2021 Q3	$1K	Hold	19	–	–	﹤0.01%	1335
2021 Q2	$1K	Hold	19	–	–	﹤0.01%	1220
2021 Q1	$1K	Hold	19	–	–	﹤0.01%	1218
2020 Q4	$1K	Hold	19	–	–	﹤0.01%	1129
2020 Q3	$0	Sell	19 -50	-72%	-$1.06K	﹤0.01%	1346
2020 Q2	$1K	Buy	69 +19	+38%	+$416	﹤0.01%	1075
2020 Q1	$1K	Buy	+50	New	+$1.56K	﹤0.01%	1004

Other funds holding WSBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return